13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001525865
申報總市值
US$4.0億
US$4.0億
385 檔
18.6%
在 Q1 2026 的 13F 官方備案中，Clean Yield Group 管理的美股投資組合規模來到 US$4.0億，整體持股檔數為 385 檔。
數據顯示 Clean Yield Group 於 Q1 2026 季度持續回收資金，對 88 個既有部位進行裁減並清倉 16 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 AAPL, NVDA, AVGO）累計市值佔比達 18.6%，是驅動 Clean Yield Group 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 385 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 股票-科技 | 7.27% | +0.04% | -0.27% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.49% | +0.18% | +1.19% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 3.45% | -0.09% | -6.26% | |
| 4 | ASML | ASML Holding N.V. | 股票-科技 | 3.30% | +0.50% | -4.51% | |
| 5 | CSCO | Cisco Systems Inc | 股票-科技 | 2.57% | +0.71% | +1.90% | |
| 6 | GSK | Gsk Plc-spon Adr | 股票-醫療保健 | 2.52% | -0.46% | +0.38% | |
| 7 | PLD | Prologis Inc | 股票-房地產 | 2.09% | -0.46% | +1.36% | |
| 8 | AWK | American Water Works Co Inc | 股票-公用事業 | 2.01% | -0.36% | -9.69% | |
| 9 | ANET | Arista Networks Inc | 股票-科技 | 1.86% | +0.42% | +1.29% | |
| 10 | FERG | Ferguson Enterprises Inc | 股票-工業 | 1.78% | -0.21% | +0.26% | |
| 11 | UL | Unilever Plc-sponsored Adr | 股票-非循環性消費 | 1.77% | -0.23% | -4.49% | |
| 12 | HASI | Ha Sustainable Infrastructur | 股票-金融 | 1.75% | -0.13% | -4.69% | |
| 13 | ROST | Ross Stores Inc | 股票-循環性消費 | 1.75% | -0.46% | +0.26% | |
| 14 | CRM | Salesforce Inc | 股票-科技 | 1.62% | -0.17% | +21.79% | |
| 15 | SYK | Stryker CORP | 股票-醫療保健 | 1.51% | -0.21% | +4.49% | |
| 16 | SFM | Sprouts Farmers Market Inc | 股票-非循環性消費 | 1.49% | -0.18% | -0.44% | |
| 17 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 1.48% | -0.36% | +1.54% | |
| 18 | DGX | Quest Diagnostics Inc | 股票-醫療保健 | 1.45% | -0.02% | -1.35% | |
| 19 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.45% | -0.16% | +646.32% | |
| 20 | CAC | Camden National CORP | 股票-其他 | 1.44% | +0.03% | +4.93% | |
| 21 | HUBB | Hubbell Inc | 股票-工業 | 1.40% | -0.06% | +2.73% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.38% | -0.12% | -1.55% | |
| 23 | ECL | Ecolab Inc | 股票-原物料 | 1.38% | -0.05% | +2.72% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 1.33% | -0.02% | — | |
| 25 | IBM | Intl Business Machines CORP | 股票-科技 | 1.30% | +0.15% | +1.23% | |
| 26 | FSLR | First Solar Inc | 股票-科技 | 1.26% | -0.03% | -5.62% | |
| 27 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.25% | -0.12% | +16.87% | |
| 28 | TAK | Takeda Pharmaceutic-sp Adr | 股票-醫療保健 | 1.24% | -0.33% | -8.60% | |
| 29 | HD | Home Depot Inc | 股票-循環性消費 | 1.22% | +0.04% | +1.26% | |
| 30 | NOW | Servicenow Inc | 股票-科技 | 1.15% | -0.13% | +53.01% | |
| 31 | BWA | Borgwarner Inc | 股票-循環性消費 | 1.14% | +0.05% | +3.76% | |
| 32 | NFLX | Netflix Inc | 股票-通訊服務 | 1.13% | -0.34% | +69.44% | |
| 33 | MCO | Moody's CORP | 股票-金融 | 1.13% | -0.10% | +7.09% | |
| 34 | ADP | Automatic Data Processing | 股票-科技 | 1.12% | +0.10% | -0.66% | |
| 35 | VMI | Valmont Industries | 股票-工業 | 1.10% | +0.10% | +2.30% | |
| 36 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 1.08% | -0.02% | +1.57% | |
| 37 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 1.08% | -0.14% | +0.25% | |
| 38 | STT | State Street CORP | 股票-金融 | 1.04% | +0.23% | +51.40% | |
| 39 | NOK | Nokia Corp-spon Adr | 股票-科技 | 1.01% | +0.38% | +16.78% | |
| 40 | KAI | Kadant Inc | 股票-其他 | 1.00% | -0.01% | +3.16% | |
| 41 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 1.00% | -0.18% | +2.60% | |
| 42 | VOD | Vodafone Group Plc-sp Adr | 股票-通訊服務 | 0.96% | -0.40% | -19.82% | |
| 43 | WAB | Wabtec CORP | 股票-工業 | 0.96% | -0.02% | +7.86% | |
| 44 | DOC | Healthpeak Properties Inc | 股票-房地產 | 0.90% | -0.17% | -7.41% | |
| 45 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.82% | +0.13% | — | |
| 46 | AMAL | Amalgamated Financial CORP | 股票-其他 | 0.80% | -0.02% | -20.51% | |
| 47 | HTO | H2o America | 股票-其他 | 0.77% | -0.07% | +8.69% | |
| 48 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.76% | +0.66% | +3032.96% | |
| 49 | COLB | Columbia Banking System Inc | 股票-金融 | 0.71% | +0.05% | +18.91% | |
| 50 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.71% | +0.06% | -0.11% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +1.3% | +646.32% | 加碼 |
| 2 | PANW | Palo Alto Networks Inc | +0.7% | +3032.96% | 加碼 |
| 3 | ASML | ASML Holding N.V. | +0.5% | -4.51% | 減碼 |
| 4 | NFLX | Netflix Inc | +0.5% | +69.44% | 加碼 |
| 5 | STT | State Street CORP | +0.4% | +51.40% | 加碼 |
| 6 | NOK | Nokia Corp-spon Adr | +0.3% | +16.78% | 加碼 |
| 7 | ROST | Ross Stores Inc | +0.3% | +0.26% | 加碼 |
| 8 | GSK | Gsk Plc-spon Adr | +0.3% | +0.38% | 加碼 |
| 9 | BWA | Borgwarner Inc | +0.2% | +3.76% | 加碼 |
| 10 | WAB | Wabtec CORP | +0.2% | +7.86% | 加碼 |
| 11 | JNJ | Johnson & Johnson | +0.2% | -1.55% | 減碼 |
| 12 | CAC | Camden National CORP | +0.2% | +4.93% | 加碼 |
| 13 | HASI | Ha Sustainable Infrastructur | +0.2% | -4.69% | 減碼 |
| 14 | SOFI | Sofi Technologies Inc | +0.2% | +184.36% | 加碼 |
| 15 | HTO | H2o America | +0.2% | +8.69% | 加碼 |
| 16 | HUBB | Hubbell Inc | +0.2% | +2.73% | 加碼 |
| 17 | CMG | Chipotle Mexican Grill Inc | +0.2% | +47.04% | 加碼 |
| 18 | DGX | Quest Diagnostics Inc | +0.2% | -1.35% | 減碼 |
| 19 | SCHW | Schwab (charles) CORP | +0.1% | +16.87% | 加碼 |
| 20 | PLD | Prologis Inc | +0.1% | +1.36% | 加碼 |
| 21 | COLB | Columbia Banking System Inc | +0.1% | +18.91% | 加碼 |
| 22 | TAK | Takeda Pharmaceutic-sp Adr | +0.1% | -8.60% | 減碼 |
| 23 | FERG | Ferguson Enterprises Inc | +0.1% | +0.26% | 加碼 |
| 24 | CSCO | Cisco Systems Inc | +0.1% | +1.90% | 加碼 |
| 25 | KAI | Kadant Inc | +0.1% | +3.16% | 加碼 |
| 26 | ECL | Ecolab Inc | +0.1% | +2.72% | 加碼 |
| 27 | NOW | Servicenow Inc | +0.1% | +53.01% | 加碼 |
| 28 | LULU | Lululemon Athletica Inc | +0.1% | +50.48% | 加碼 |
| 29 | XOM | Exxon Mobil CORP | +0.1% | -3.83% | 減碼 |
| 30 | KEYS | Keysight Technologies In | +0.1% | — | 不變 |
| 31 | GEV | GE Vernova Inc | +0.1% | — | 不變 |
| 32 | GLW | Corning Inc | 0% | — | 不變 |
| 33 | WAT | Waters CORP | 0% | +93.85% | 加碼 |
| 34 | AMGN | Amgen Inc | 0% | — | 不變 |
| 35 | ITW | Illinois Tool Works | 0% | -0.31% | 減碼 |
| 36 | MRK | Merck & Co. Inc. | 0% | -3.14% | 減碼 |
| 37 | PEP | Pepsico Inc | 0% | -1.37% | 減碼 |
| 38 | BINC | Ishares Flex I A Etf-usd Inc | 0% | +5085.29% | 加碼 |
| 39 | VMI | Valmont Industries | 0% | +2.30% | 加碼 |
| 40 | NEE | Nextera Energy Inc | 0% | -2.65% | 減碼 |
| 41 | TXN | Texas Instruments Inc | 0% | — | 不變 |
| 42 | IRM | Iron Mountain Inc | 0% | — | 不變 |
| 43 | TGT | Target CORP | 0% | — | 不變 |
| 44 | CW | Curtiss-wright CORP | 0% | — | 不變 |
| 45 | FDX | Fedex CORP | 0% | — | 不變 |
| 46 | HLIO | Helios Technologies Inc | 0% | -2.32% | 減碼 |
| 47 | WMT | Walmart Inc | 0% | — | 不變 |
| 48 | CAT | Caterpillar Inc | 0% | — | 不變 |
| 49 | APD | Air Products & Chemicals Inc | 0% | — | 不變 |
| 50 | UTHR | United Therapeutics CORP | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Clean Yield Group 在 Q1 2026 季度的美股持倉總市值約為 US$4.0億，共申報了 385 個公開持股部位。
在 Q1 2026 季度，Clean Yield Group 按市值排列的前三大核心持股分別為：AAPL (7.3%)、NVDA (4.5%)、AVGO (3.5%)。其中最大持股部位 AAPL 佔據整體投資組合約 7.3% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
AZN
市值: US$58.2萬
本季最大獲利了結 / 清倉標的
AZNN
前期市值: US$54.2萬
在 Q1 2026 季度中，Clean Yield Group 共進行了 156 項持倉異動，包含新建倉 10 個部位、加碼 42 個部位、減碼 88 個部位以及清倉 16 個部位。 其中最大新建倉標的為 AZN。 本季清倉部位包含 AZNN。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。